Insights on tax, equity, and building wealth
Guides and analysis from the Harness team and the advisors on the platform.
Your 2025 Tax Extension Guide: When, Why, and How to File for More Time
Understand BOI reports, who needs to file, and how. Our guide covers everything you need to know about Beneficial Ownership Information reporting.
The Guide to Qualified Small Business Stock (QSBS) [Updated for 2025]
In the Advisor Corner this month, Tyler Stoviak, director and client advisor at Simon Quick Advisors, shares the benefits of Qualified Small Business Stock for entrepreneurs. Simon Quick Advisors is a Financial Advisory Firm on the Harness Wealth platform.
Tax Advisor Weekly News February 28, 2025
Understand BOI reports, who needs to file, and how. Our guide covers everything you need to know about Beneficial Ownership Information reporting.
What is a BOI Report and How Do You File One?
Understand BOI reports, who needs to file, and how. Our guide covers everything you need to know about Beneficial Ownership Information reporting.
A Guide to the Foreign Earned Income Exclusion (FEIE)
The total average cost of working with a financial advisor will depend on what type of advice you're seeking, as well as the fee structure the advisor uses for the services you receive.
Alternative Investments Explained: What They Are & How They're Taxed
The total average cost of working with a financial advisor will depend on what type of advice you're seeking, as well as the fee structure the advisor uses for the services you receive.
The Ultimate Guide to Tax-Loss Harvesting
The total average cost of working with a financial advisor will depend on what type of advice you're seeking, as well as the fee structure the advisor uses for the services you receive.
How to Maximize Tax Deductions for the 2025 Filing Season
The total average cost of working with a financial advisor will depend on what type of advice you're seeking, as well as the fee structure the advisor uses for the services you receive.
A Guide to the Key Tax Changes for 2025
The total average cost of working with a financial advisor will depend on what type of advice you're seeking, as well as the fee structure the advisor uses for the services you receive.
5 Questions to Ask When Choosing a Tax Advisor
These are the seven areas of your financial picture that you need to consider optimizing before year end, particularly after yet another tumultuous year.
Mythbusting TikTok Tax Advice
These are the seven areas of your financial picture that you need to consider optimizing before year end, particularly after yet another tumultuous year.
Mega Backdoor Roths: A How-to Guide
These are the seven areas of your financial picture that you need to consider optimizing before year end, particularly after yet another tumultuous year.
What is an 83(i) Election and How Do You You File One?
These are the seven areas of your financial picture that you need to consider optimizing before year end, particularly after yet another tumultuous year.
Checklist: 10 High-Income Tax Planning Strategies to Use Before 2025 Ends
These are the seven areas of your financial picture that you need to consider optimizing before year end, particularly after yet another tumultuous year.
Filing Business Taxes for Your LLC: Step-by-Step Guide (2025 Update)
Filing taxes for the first time as a new limited liability company (LLC) owner can feel overwhelming. Between understanding your tax obligations, gathering the required documentation, and making the right deductions, the process may seem daunting. However, with the right information, filing your LLC's small business taxes can be a manageable task.
2025 Tax Preparation Checklist: What You Need to File Taxes
What do you need to optimally complete and file your taxes? If you’re asking that question, we’ve got you covered. This article covers a comprehensive list of the most common forms, documents, and information needed to file taxes. If you need a cheat sheet, download our 1-page tax prep checklist.
Q&A: How Tax Practices & Wealth Managers Grow Client Relationships
As a tax advisor, you may decide your earning potential is better served by going solo; if that's the case, you need to focus on your client relationships, and one way to do that is through collaborations with wealth managers. We recently connected with Michael Paley, Chief Operating Officer of Klingman & Associates, for a Q&A on how tax advisors can collaborate with wealth managers to better serve clients.
Attract New Clients: Stand Out in the Harness Tax Marketplace
Have questions about the Harness Marketplace? Schedule a call with Harness today.
2025 Tax Deadline Information for Individual Filers
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Understanding Employee Equity: RSAs vs RSUs
When companies offer stock to employees as part of their compensation, it often comes in the form of either RSAs (Restricted Stock Awards) or RSUs (Restricted Stock Units). While both give you a chance to own a piece of the company, they work differently.
Secondary Stock Sales Guide for Startup Employees Selling Private Stock
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A Simple Guide: How to Report Sell-to-Cover RSUs on Taxes
If you've been granted restricted stock units (RSUs) as part of your compensation, you're probably wondering how to handle the taxes—especially if you’ve recently used, or plan to use, a sell-to-cover method to pay for taxes on those shares. We’ve got you covered with this guide to help you understand how to report sell-to-cover transactions on your tax return. And if you have questions, it can be helpful to talk to a tax professional.
5 Digital Marketing Tactics for Tax Advisors
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CRM for Tax Professionals and CPAs: Manage Your Tax Client Relationships
Selecting a tax client portal is a decision that will have a large impact on the overall practice management of your tax firm and on the client experience your practice provides. A client portal serves as a one-stop shop for client collaboration and managing client tasks. Follow this guide to help your firm find a client portal that meets your and your client's needs.
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